Customer Master Data Specialist

Location - Remote or On-Site

Salary - 100K  -  116K

Position Summary:

We are seeking a detail-oriented and analytical Customer Master Data Specialist to join our team. In this role, you will be the single point of contact and subject matter expert (SME) for all Customer Master Data within our SAP environment. You will oversee the end-to-end customer onboarding/new account creation workflow, ensure strict adherence to Standard Operating Procedures (SOPs), and audit critical compliance documentation (tax forms, credit applications, contracts, etc.) to maintain data integrity across the enterprise.

Reasonable Accommodations Statement: 

To accomplish this job successfully, an individual must be able to perform, with or without reasonable accommodation, each essential function satisfactorily. Reasonable accommodations may be made to help enable qualified individuals with disabilities to perform the essential functions. 

Key Responsibilities/Essential Functions:

Customer Master Data Management (SAP)

• Serve as the primary SAP Subject Matter Expert (SME) for Customer Master Data maintenance, creation, and updates (e.g., Sold-To, Ship-To, Bill-To, Payer, Partner Functions).
• Process new account creation requests and maintain existing customer records accurately and within established SLAs.
• Conduct regular data auditing, cleansing, and deduplication exercises in SAP to maintain data hygiene and operational efficiency.
• Troubleshoot customer master data-related errors that impact order processing, billing, tax determination, or reporting.

New Account Onboarding & Compliance Management

• Oversee the end-to-end new account setup lifecycle, ensuring seamless coordination between Sales, Warehouse, Credit, Finance, Tax, and Legal teams.
• Documentation Verification: Verify, collect, and validate all required onboarding documentation (e.g., credit applications, W-9 / tax exemption certificates, bank details, legal agreements) prior to system entry.
• Enforce strict compliance with internal control policies, regulatory standards (e.g., GDPR, SOX), and risk mitigation protocols.

SOP Management & Governance

• Standard Operating Procedures (SOPs): Author, regularly update, and enforce SOPs and work instructions for Customer Master Data workflows.
• Identify operational bottlenecks and implement continuous process improvements to streamline account setup and data maintenance.
• Provide training, guidance, and support to cross-functional stakeholders on master data policies, workflows, and documentation requirements.

Cross-Functional Collaboration & Projects

• Act as the key liaison between Sales, Customer Service, Billing, Credit & Collections, and IT to align data structures with business needs.
• Partner with IT and SAP deployment teams during system upgrades, migrations, or testing (UAT) related to customer master data architecture.
• Monitor key performance indicators (KPIs) such as request turn-around times, data accuracy rates, and document completion metrics.

Position Qualifications & Skills

Required:

• Education: Bachelor’s degree in Business, Information Systems, Finance, Supply Chain, or a related field (or equivalent work experience).
• Experience: 3–5+ years of hands-on experience managing Master Data (specifically Customer Master) in SAP (ECC or S/4HANA).
• Process Focus: Proven experience writing, maintaining, and training teams on Standard Operating Procedures (SOPs).
• Attention to Detail: Deep experience reviewing legal, financial, and tax documentation for onboarding compliance.
• Communication: Strong verbal and written communication skills to effectively collaborate with stakeholders across Sales, Finance, and IT.

Preferred:

• Familiarity with SAP partner functions, customer hierarchies, and SD/FI integration points.
• Experience with master data management (MDM) tools, workflow engines, or SAP MDG (Master Data Governance).
• Strong working knowledge of Microsoft Excel (VLOOKUPs, Pivot Tables) for data analysis and mass uploads.

Key Performance Indicators:

• SLA Adherence: Turnaround time for new customer account creation and updates.
• Data Accuracy: Error rates in customer records impacting downstream sales orders or invoices.
• Audit & Compliance: Percentage of active accounts with 100% complete, verified documentation on file.
• SOP Currency: Timely execution of annual SOP reviews and process updates.

Competency Statements

• Positive - Ability to view all situations with a positive attitude.
• Accountable - takes ownership for responsibilities, acknowledges and learns from mistakes
• Innovative - Ability to look beyond the standard solutions and "think outside the box".
• Independent - Must be self-motivated and able to manage obligations without direct supervision
• Assertiveness - Ability to act in a self-confident manner to facilitate completion of a work assignment or to defend a position or idea.
• Communication - Ability to communicate effectively with others using spoken and written word clearly and concisely. 
• Customer Oriented - Ability to take care of the customers’ needs while following company procedures.
• Enthusiastic - Ability to bring energy to the performance of a task.
• Self Motivated - Ability to be internally inspired to perform a task to the best of ones ability using his or her own drive or initiative.